Thomas J. Lalley

Principal, CFP®, CFA®, MBA

Phone: 513-579-9400
Fax: 513-298-4120
E-mail: tom@jdovich.com

As a Principal, Tom is responsible for developing wealth strategies for the firm’s clients in addition to assisting them with their investment decisions. Tom monitors client portfolios, tracks performance, and renders investment recommendations. He helps individuals define and achieve their estate and financial objectives. His ability to construct investment plans, allocation models and determine manager selection are some of Tom’s greatest strengths. 

Tom graduated with honors with a B.S. in Accounting and a Minor in Finance from Northern Kentucky University in 1992 and obtained his general securities license in 1993. He then went on to obtain his Master's in Business Administration with honors from Xavier University in 1999. Tom acquired his Certified Financial Planner™ (CFP®) designation in 2002 and is a member of Financial Planning Association (FPA). Tom has over fourteen years of experience within the financial services industry. He has successfully completed the rigorous Chartered Financial Analyst (CFA) program by passing part III of the exam taken in June 2007. To earn the CFA charter candidates must sequentially pass three six hour exams that are widely considered to be among the most challenging in the investment industry. Tom is one of 882 individuals world wide that hold the CFP® certificate and the CFA charter